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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,221 | $125,190-64.7% | $105,624-58.1% | $145,897-69.7% |
| Participation rate | 78.9% | 77.6%+1.3pp | 75.3%+3.7pp | 80.3%-1.4pp |
| Annual return | 13.31% | 225.22%-211.9pp | 116.20%-102.9pp | 552.29%-539.0pp |
| Employer contribution / active EE | $1,209 | $3,720-67.5% | $3,168-61.8% | $4,663-74.1% |
| Participant deferral / active EE | $1,627 | $5,716-71.5% | $5,013-67.5% | $6,689-75.7% |
| Admin fee / account holder | $2,246 | $17,138-86.9% | $10,961-79.5% | $13,390-83.2% |